Multi-Portfolio Integration
Seamlessly integrate investment portfolios using the logic of your choice with ALPIMA AIMS.
Easily link client portfolios to strategic and tactical asset allocation. Use a centralised rulebook to effectively manage personalised model portfolios at scale.
Enable better collaboration.
Centralise your data and connect siloed teams to better leverage in-house expertise across the entire organisation.
Manage with conviction.
Link portfolios to each other using logic of your choice and manage trees of connected portfolios with ease. Make strategic and tactical allocation changes via editable grids, view their impact before implementation, then propagate them automatically across your entire portfolio universe with one click.
Ensure compliance.
Configure your Rulebook to ensure all portfolios operate within desired guidelines.
Industry Use Cases
Features
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